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Capital Group Short Duration Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$5M -$52.7K -2,000 -1%
IA
27
Integrity Alliance
Iowa
$4.99M +$4.98M +189,139 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$4.75M +$809K +30,705 +21%
HTWM
29
Hartmann Taylor Wealth Management
Texas
$4.1M
AC
30
Apella Capital
Connecticut
$4.03M +$17.5K +663 +0.4%
BEI
31
Benjamin Edwards Inc
Missouri
$3.97M +$14.8K +561 +0.4%
PFS
32
Prospera Financial Services
Texas
$3.72M +$3.05M +115,824 +459%
BCI
33
Brinker Capital Investments
Pennsylvania
$3.68M +$422K +16,023 +13%
AssetMark Inc
34
AssetMark Inc
California
$3.63M +$391K +14,855 +12%
CFS
35
Cannon Financial Strategists
Georgia
$3.61M +$3.61M +136,919 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$3.58M +$958K +36,369 +37%
TCWM
37
Total Clarity Wealth Management
Illinois
$3.56M -$145K -5,498 -4%
FH
38
FWG Holdings
Florida
$3.46M +$397K +15,054 +13%
P
39
&Partners
Tennessee
$3.2M +$87.5K +3,322 +3%
KNFPWM
40
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$3.04M +$452K +17,140 +18%
NA
41
NewEdge Advisors
Louisiana
$2.84M +$922K +35,000 +48%
GVAG
42
Great Valley Advisor Group
Delaware
$2.64M -$108K -4,106 -4%
SEI Investments
43
SEI Investments
Pennsylvania
$2.64M +$257K +9,738 +11%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$2.56M +$175K +6,629 +7%
EC
45
Elequin Capital
New York
$2.52M +$2.52M +95,551 New
Betterment LLC
46
Betterment LLC
New York
$2.38M +$202K +7,675 +9%
CHWM
47
Cauble & Harre Wealth Management
Missouri
$2.26M -$74.7K -2,835 -3%
TPF
48
Tribridge Partners Financial
Maryland
$2.22M +$100K +3,806 +5%
Bank of America
49
Bank of America
North Carolina
$2.21M +$2.21M +83,692 New
PAG
50
Private Advisor Group
New Jersey
$2.13M -$2.8M -106,346 -57%